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Stuart Ashwood

Wealth Advisor

Stuart Ashwood is a Wealth Advisor and Director at MAI Capital Management, LLC.12 He specializes in working with individuals and families to establish, implement, and monitor financial plans.2 Ashwood has a particular focus on working with Millennials, helping them with their financial psychology and building personal finance systems.3

Based in San Ramon, California, Ashwood is part of the MAI Capital team that provides wealth management, investment, and lifestyle services.6 He joined MAI Capital in January 2023, after working at Four Points Advisors as Director of Financial Planning from April 2015 to December 2022.5

With the LinkedIn username stuartashwood7, Ashwood's profile indicates he has over 500 connections and is located in Danville.4 His expertise extends to financial analysis and delivering personalized advice to help clients simplify and optimize their wealth, achieve their vision, and manage their financial lives.7

Highlights

[PDF] Stuart James Ashwood - SEC.gov

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Stuart Ashwood
Stuart Ashwood, photo 1
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Location

Danville, California, United States